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Atlantic Trust Recruits In Three States

Eliane Chavagnon

9 March 2016

Atlantic Trust has made a senior hire in three states while relocating its headquarters from Midtown Atlanta, GA, to the Buckhead area.

Carly Howard joins as a senior vice president and senior wealth strategist in Atlanta; Bret Farris joins as a senior vice president and business development officer in Chicago, IL; and Bradley Fincher joins as a senior vice president and business development officer in West Palm Beach, FL.

Howard previously worked within BB&T Wealth’s professional and executive advisory group in Charlotte, NC.

Farris, meanwhile, was a senior client advisor at BMO Private Bank and before that a wealth advisor at RMB Capital Management.

Fincher was previously a vice president at Bernstein Private Wealth Management, and, earlier, a vice president at America’s Mortgage Broker.

“Ultimately, our goal is to operate in all the key money centers around the US where there is a concentration of wealth,” said Jack Markwalter, chairman and chief executive at Atlantic Trust.